Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Helpful Content
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.